Development Consultant Matric
Resume:
Judy Benedict Mothoa
ID number: 810**********
ADDRESS: **** ********* * ********
Orange Farm
1984
CONTACT NUMBER 065-***-**** / 073-***-****
EMAIL ADDRESS: ****.*******@*****.***
Personal Abilities and qualities
Able to work under pressure and without supervision (independently)
Good telephone etiquette and have good time management skills
Self-motivated, hardworking and reliable
Interpersonal skills, communication skills and problem solving skills
Strong project management skills, typing skills and administrative skills
Excellent organizing, report writing skills, presentation skills and analytical skills
Keen to learn, gracefully accepts constructive criticism and innovative thinker.
Nominee on quality assurance category on Performance Excellent Awards.
Educational background
Completed Diploma
Institution : Capricorn FET College
Certificate Completed : N2 Electrical Engineering
Year Completed : 2004
High School Attended
Institution : Ngwana-Mohube
Highest Grade Passed : Grade 12 (Matric)
Year : 1999
Working knowledge on the following acts:
Discovery Insure Product, Alexander Forbes Insurance products, New Credit Act, FAIS and FICA Compliancy, Money Laundering Control
Computer Knowledge Includes:
CA, SAMI, Paradigm, Finance Workbench, Microsoft Word, Microsoft excel, Internet, Outlook and Metrix
Financial Services Industry Qualifications
155 FAIS CREDIT WITH ARTG Training
RE 5 REGULATORY EXAM WITH MOONSTONE
7 YEAR EXPERENCE IN SHORT TERM INSURANCE
Company
Position
Period
Reason for leaving
Momentum Insure
Business Development Consultant
July 2021 to current
Current
Alexander Forbes Insurance / Momentum Insure and also 2IC in the department
Business Development Consultant
01 June 2018 to current
Alexander Forbes Insurance sold to Momentum Insurance
Discovery Insure
Administrator ( previous insurance check)
01 October 2016 – 31 May 2018
Opportunity to implement the skills, contacts and knowledge that I have acquired in business.
Discovery Insure
Executive Relationship Manager ( HNW clients)
01 March 2016 – 30 September 2016
Opportunity to help develop a new department, and exposure to people management role.
Discovery Insure
2IC Client Servicing Consultant
01 March 2015- 29 February 2016
Promotion to a senior role
Discovery Insure
Retentions Consultant
01 July 2014-28 February 2015
Growth Opportunity and greater responsibilities.
Discovery Insure
Client Servicing Consultant
01 May 2012- 30 June 2014
Exposure to more of the business, outside of my area of expertise
Discovery Insure- DQ Track
Scheduling Consultant
01 December 2011- 30 April 2012
Growth opportunities
DUTIES AT Alexander Forbes
Going out prospecting, underwriting, writing and submitting short term insurance new business for activation
Servicing existing business.
Assist clients on registering new claims and follow up on existing claims
Answering calls timorously and professionally and assisting my existing client with all their policy queries.
DUTIES AT DISCOVERY INSURE New Business Validations
Verifying the information provided when policies are sold.
Communicating NBV findings to Underwriting Team to assist on re-underwriting policies where necessary.
Communicating NBV findings to Brokers and clients and amending policies where previous insurance details does not match.
Handling Brokers queries relating to previous insurance details.
DUTIES AS AMINISTRATOR AT DISCOVERY INSURE
Conducting client’s previous insurance companies to verify client’s the information provided at sales stage.
Amending client’s profile if PI doesn’t match client current details.
Sending communication to clients and brokers regarding previous insurance details and policy amendments.
Assisting claims department on verifying previous insurance check for existing claims.
DUTIES AT DISCOVERY INSURE EXECUTIVE CLIENT SERVICING
To answer inbound calls and assist Discovery Insure Brokers and clients with queries within stipulated SLA’s while providing optimum client satisfaction
Answering inbound calls timorously and professionally
Dealing with Brokers and clients queries telephonically and email
Follow up on existing claims and helping Brokers and client on registering new claims.
Assist Brokers and client on making bookings for new business.
Handling queries regarding Vitality Drive programme and fuel rewards queries.
Re-underwriting the Executive policies to ensure that clients are correctly insured.
DUTIES AT DISCOVERY SERVICING AND 2IC ROLE
To answer inbound calls and assist Discovery Insure clients with queries within stipulated SLA’s while providing optimum client satisfaction
Handling complaints from different department i.e. Servicing, New Business and Sales and the Executive Office)
Answering inbound calls timorously and professionally
Manage all queries through to resolution
Maintaining accurate details and statistics of all queries
Co-ordination of own administration
Maintaining accurate details and statistics of all queries
Providing product information to all Discovery Insure clients in line with standards and protocols
Ownership and accountability of all telephonic and written queries
Processing online service quotes
Processing service changes/admin online and over billing periods
Ensuring resolution to first time queries
DUTIES AT DISCOVERY INSURE- DQ TRACK
Manage scheduling of new installation, Repair, Unit upgrade, De- Installation of the tracking devices
Dealing with customer queries telephonically and email
Supply feedback to all relevant parties ( technicians and client’s involved)
Follow up on all booked repairs that have not been completed yet.
Handling complaints from different department i.e. Servicing, New Business and Sales and the Executive Office)
Handling queries regarding the functioning of the tracking device
Resolving escalation from both internal and external clients
DUTIES AT RETENTIONS
Retaining existing business and reissuing of lapsed policies in line with business processes.
To answer inbound calls and assist Discovery Insure clients with queries using product knowledge when retaining existing business.
Answering inbound calls timorously and professionally
Ensuring that enquiries are dealt with timorously and professionally within the agreed SLA
Maintaining accurate details and statistics of all queries
Co-ordination of own administration
Maintaining accurate details and statistics of all queries
Providing product information to Discovery Insure clients in line with standards and protocols
Ownership and accountability of all telephonic and written queries
Processing online service quotes
Processing service changes/admin online and over billing periods
Ensuring resolution to first time queries
References
Name
Company
Position
Telephone
Nkateko Nyambe
Discovery Insure- New Business Validations
Team Leader
Nirosh Soorajbally
Discovery Insure- Servicing
Team Leader ( Executive client servicing)
Claire Beel
Discovery Insure- Servicing
Head of Operations (client care)
Contact this candidate